Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund, omfatter ASTIX - Astor Dynamic Allocation Fund Class I shares, Sand Hill Global Advisors, LLC, Wiley Bros.-aintree Capital, Llc, Charter Capital Management, LLC\DE, JGP Wealth Management, LLC, Howard Bailey Securities, Llc, Outlook Wealth Advisors, LLC, Sigma Planning Corp, World Equity Group, Inc., Kestra Investment Management, LLC, ERNZ - TrueShares Active Yield ETF, Crewe Advisors LLC, og Quest 10 Wealth Builders, Inc. .
Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader for at låse op for premium-data.
| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | Legacy Capital Group California, Inc. | 47.302 | 174,34 | 4.533 | 174,00 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 18.567 | 62,63 | 1.779 | 62,47 | ||||
| 2025-08-07 | 13F | PFG Advisors | 26.190 | 2,20 | 2.510 | 2,03 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 229 | 22 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 170.588 | 16,00 | 16.347 | 15,82 | ||||
| 2025-08-14 | 13F | Treasure Coast Financial Planning | 41.486 | 1,96 | 3.976 | 1,79 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 3.270 | 313 | ||||||
| 2025-08-08 | 13F | TD Capital Management LLC | 437.042 | 2,11 | 41.882 | 1,95 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 33.667 | 39,64 | 3.226 | 39,47 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 11.431 | 0,03 | 1.095 | -0,09 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 9.120 | 43,13 | 872 | 42,72 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1.027 | 10,79 | 98 | 11,36 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 249.893 | 0,60 | 23.947 | 0,45 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 213.441 | 92,49 | 20.454 | 92,20 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 5.423 | 34,80 | 520 | 34,46 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 8.164 | 119,76 | 782 | 119,66 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3.464 | 86,64 | 332 | 85,96 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 47.877 | 2,90 | 5 | 0,00 | ||||
| 2025-07-24 | 13F | Reuter James Wealth Management, Llc | 3.555 | 60,21 | 341 | 60,38 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 14.373 | 0,31 | 1.377 | 0,15 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 1.047 | 100 | ||||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 5.518 | 16,96 | 529 | 16,81 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 793 | 435,81 | 76 | 435,71 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 65.433 | 2,49 | 6 | 0,00 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 30.045 | 9,39 | 2.879 | 9,22 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 21.030 | 145,16 | 2.015 | 144,84 | ||||
| 2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 1.329 | 128 | ||||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 93.703 | 5,65 | 8.980 | 5,49 | ||||
| 2025-08-14 | 13F | UBS Group AG | 195.891 | 0,70 | 18.772 | 0,55 | ||||
| 2025-07-18 | 13F | Astor Investment Management LLC | 185.159 | 150,56 | 17.744 | 150,18 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 17.903 | 26,93 | 1.716 | 26,76 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 16.850 | 41,37 | 1.615 | 41,70 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 5.395 | 10,12 | 516 | 9,79 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 3.216 | 277,02 | 308 | 280,25 | ||||
| 2025-07-07 | 13F | O'Connor Financial Group LLC | 215.648 | 4,17 | 20.551 | 3,43 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 8.056 | 55,67 | 1 | |||||
| 2025-08-05 | 13F | Huntington National Bank | 270 | 31,22 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 19.504 | 1.869 | ||||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 77.974 | 1,21 | 7.472 | 1,05 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 2.594 | 1,09 | 249 | 0,81 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 3.774 | 139,77 | 362 | 139,07 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 2.591 | 248 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 57.353 | 138,36 | 5.496 | 138,03 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 42.926 | 0,98 | 4.114 | 0,83 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 9 | 0 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 8.736 | 12,72 | 837 | 12,65 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 3.842 | 14,11 | 0 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 9.894 | 948 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 29 | 3 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 12.670 | 6,69 | 1 | 0,00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1.529 | 366,16 | 147 | 370,97 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 51 | 5 | ||||||
| 2025-08-04 | 13F | Syverson Strege & Co | 13.063 | 3,06 | 1.252 | 2,88 | ||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 3.289 | 315 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 42.809 | 85,79 | 4 | 100,00 | ||||
| 2025-07-16 | 13F | BankPlus Wealth Management LLC | 9.011 | 5,68 | 863 | 5,50 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 4.915 | 44,81 | 471 | 44,92 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 5.733 | 137,79 | 549 | 137,66 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 63.999 | 149,31 | 6.133 | 149,01 | ||||
| 2025-07-15 | 13F | Charter Capital Management, LLC\DE | 8.192 | 785 | ||||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 50.293 | 3,01 | 4.820 | 2,86 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 402.662 | 6,36 | 38.587 | 6,20 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 2.230 | 214 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 360.068 | 3,29 | 34.505 | 3,13 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 18.077 | 29,09 | 1.732 | 28,97 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 98.192 | 1,02 | 9.410 | 0,87 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 4.805 | 0,19 | 460 | 0,00 | ||||
| 2025-07-21 | 13F | AIFG Consultants Ltd. | 41.805 | 2,14 | 4.006 | 1,99 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 43.130 | 0,16 | 4.133 | 0,02 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 44.380 | 1,43 | 4.253 | 1,26 | ||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 439.985 | 7,40 | 42.164 | 7,23 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 49.756 | 76,50 | 4.774 | 76,06 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 17.090 | 2,00 | 1.638 | 1,80 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 3.266 | 3,85 | 313 | 3,99 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 34.168 | 9,56 | 3.274 | 9,39 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 648.644 | 121,37 | 62.160 | 121,03 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 3.575 | 1,94 | 341 | 1,79 | ||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 6.380 | 611 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 131.354 | 3,29 | 12.588 | 3,13 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 2.636 | 253 | ||||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 5.057 | 0,30 | 0 | |||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 3.875 | 371 | ||||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 12.966 | 1.243 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 17.969 | 13,35 | 1.722 | 13,15 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 9.642 | 113,41 | 1 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 23.923 | 37,85 | 2.293 | 37,66 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 354.441 | 7,12 | 33.966 | 6,96 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 9.915 | 67,29 | 950 | 67,25 | ||||
| 2025-06-30 | NP | ASTIX - Astor Dynamic Allocation Fund Class I shares | 31.508 | 3.024 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 250.872 | 4,00 | 24.041 | 3,84 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 27.111 | 1,54 | 2.598 | 1,41 |
